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Disclosery

Graypoint LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Graypoint LLC on IVW, newest first. How the timeline and the estimate are built.

Graypoint LLC held 245,528 IVW shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 245,528 shares
    Change vs previous 13F +14,240 shares

    1.52% of the 13F portfolio, value $27,032,627.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 231,288 shares
    Change vs previous 13F -14,216 shares

    1.34% of the 13F portfolio, value $21,470,476.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 245,504 shares
    Change vs previous 13F +35,766 shares

    1.51% of the 13F portfolio, value $24,926,003.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 209,738 shares
    Change vs previous 13F +23,790 shares

    1.29% of the 13F portfolio, value $20,082,389.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 185,948 shares
    Change vs previous 13F +20,917 shares

    1.19% of the 13F portfolio, value $17,207,624.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 165,031 shares
    Change vs previous 13F +22,810 shares

    1.01% of the 13F portfolio, value $13,935,201.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 142,221 shares
    Change vs previous 13F -1,448 shares

    0.86% of the 13F portfolio, value $10,680,813.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 143,669 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,829,826.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).